Janiczek Wealth Management’s U-Haul Holding Co UHAL Stock Holding History

Janiczek Wealth Management’s Portfolio UHAL Stock Details UHAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$3.27K	Hold	53	–	–	﹤0.01%	792
2024 Q1	$3.58K	Hold	53	–	–	﹤0.01%	797
2023 Q4	$3.81K	Hold	53	–	–	﹤0.01%	778
2023 Q3	$2.89K	Sell	53 -2	-4%	-$116	﹤0.01%	786
2023 Q2	$3.04K	Hold	55	–	–	﹤0.01%	724
2023 Q1	$3.31K	Hold	55	–	–	﹤0.01%	718
2022 Q4	$3.6K	Sell	55 -495	-90%	-$28.5K	﹤0.01%	707
2022 Q3	$29K	Buy	550 +20	+4%	+$1.05K	0.01%	395
2022 Q2	$28K	Sell	530 -850	-62%	-$44K	0.01%	418
2022 Q1	$82K	Buy	1,380 +370	+37%	+$22.8K	0.02%	234
2021 Q4	$73K	Buy	1,010 +50	+5%	+$3.6K	0.02%	242
2021 Q3	$62K	Buy	960 +110	+13%	+$6.9K	0.02%	249
2021 Q2	$50K	Buy	850 +60	+8%	+$3.52K	0.02%	253
2021 Q1	$48K	Buy	790 +220	+39%	+$11.7K	0.02%	239
2020 Q4	$26K	Buy	570 +430	+307%	+$17.1K	0.01%	310
2020 Q3	$5K	Buy	+140	New	+$4.77K	﹤0.01%	352

Other funds holding UHAL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janiczek Wealth Management's UHAL Position: Q2 2024 in Review

Janiczek Wealth Management held its U-Haul Holding Co (UHAL) position steady in Q2 2024 at 53 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Janiczek Wealth Management first reported a position in UHAL in Q3 2020 and has held it in 16 quarters since. The position peaked at $82K in Q1 2022. 186 funds tracked by Wall St. Rank hold UHAL as of Q2 2024.

Janiczek Wealth Management held 53 shares of U-Haul Holding Co worth $3.27K as of Q2 2024.
Janiczek Wealth Management left its U-Haul Holding Co share count unchanged in Q2 2024.
U-Haul Holding Co made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #792 holding.
Janiczek Wealth Management first reported a position in U-Haul Holding Co in Q3 2020 and has held it in 16 quarters since.
Janiczek Wealth Management's U-Haul Holding Co position peaked at $82K in Q1 2022.
186 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.